Legacy Capital Wealth Partners, LLC Dimensional ETF Tr U S Small C Transaction History
Legacy Capital Wealth Partners, LLC
- $463 Million
- Q3 2025
A detailed history of Legacy Capital Wealth Partners, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Legacy Capital Wealth Partners, LLC holds 9,607 shares of DFAS stock, worth $645,110. This represents 0.14% of its overall portfolio holdings.
Number of Shares
9,607
Previous 8,282
16.0%
Holding current value
$645,110
Previous $527,000
24.67%
% of portfolio
0.14%
Previous 0.12%
Shares
2 transactions
Others Institutions Holding DFAS
# of Institutions
871Shares Held
137MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS22.7MShares$1.52 Billion1.2% of portfolio
-
Northern Trust Corp Chicago, IL8.08MShares$543 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC6.61MShares$444 Million0.03% of portfolio
-
Index Fund Advisors, Inc.5.86MShares$393 Million20.21% of portfolio
-
Pure Financial Advisors, LLC2.95MShares$198 Million3.33% of portfolio